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iShares ESG Advanced MSCI EAFE ETF

242 hedge funds and large institutions have $596M invested in iShares ESG Advanced MSCI EAFE ETF in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 94 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

663% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 8

154% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 37

46% more capital invested

Capital invested by funds: $408M → $596M (+$188M)

25% more funds holding

Funds holding: 194242 (+48)

10.7% more ownership

Funds ownership: 63.05%73.75% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
242
Holders Change
+48
Holders Change %
+24.74%
% of All Funds
2.98%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
61
Increased
94
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$4.19M +$4.34M +55,477 New
UBS Group
27
UBS Group
Switzerland
$4.08M -$104K -1,324 -2%
WCFA
28
Walkner Condon Financial Advisors
Wisconsin
$3.7M +$96.7K +1,237 +3%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.66M +$676K +8,649 +22%
MWM
30
Modern Wealth Management
Kansas
$3.61M +$1.42M +18,226 +63%
TWC
31
TD Waterhouse Canada
Ontario, Canada
$3.35M
APW
32
Atlantic Private Wealth
North Carolina
$3.33M +$169K +2,166 +5%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$3.27M +$206K +2,632 +6%
EFN
34
Equita Financial Network
Pennsylvania
$2.97M +$78K +998 +3%
AFG
35
Albion Financial Group
Utah
$2.9M +$3.83K +49 +0.1%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$2.87M +$2.47M +31,594 +493%
Fiera Capital (Canada)
37
Fiera Capital (Canada)
Quebec, Canada
$2.59M +$313K +4,000 +13%
DRP
38
Decker Retirement Planning
Utah
$2.58M +$242K +3,089 +10%
SW
39
SoFi Wealth
California
$2.53M +$494K +6,320 +23%
AM
40
Atwater Malick
Pennsylvania
$2.51M +$72.7K +930 +3%
RSWM
41
Robertson Stephens Wealth Management
California
$2.5M +$1.5M +19,126 +136%
Corient Private Wealth
42
Corient Private Wealth
Florida
$2.49M -$2.42M -30,999 -48%
WA
43
Westfuller Advisors
New York
$2.44M
AC
44
Arjuna Capital
North Carolina
$2.34M +$144K +1,840 +6%
NP
45
NorthRock Partners
Minnesota
$2.32M +$193K +2,465 +9%
BPA
46
Beacon Pointe Advisors
California
$2.29M +$1.2M +15,336 +102%
Osaic Holdings
47
Osaic Holdings
Arizona
$2.23M -$24.6K -314 -1%
OWA
48
One Wealth Advisors
California
$2.22M +$1.18M +15,096 +105%
AssetMark Inc
49
AssetMark Inc
California
$2.22M +$2.14M +27,361 +1,344%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$2.12M -$83.3K -1,066 -4%